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Robinson Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Robinson Capital Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-250
Closed -$77.6K – 133
2024
Q3 		$77.6K Hold
250
– – 0.03% 139
2024
Q2 		$74.4K Hold
250
– – 0.03% 136
2024
Q1 		$69.4K Buy
250
+125
+100% +$34.3K 0.03% 137
2023
Q4 		$32.6K Buy
+125
New +$30.6K 0.01% 154
2023
Q3 		– Sell
-125
Closed -$30.5K – 253
2023
Q2 		$30.5K Hold
125
– – 0.01% 167
2023
Q1 		$28.4K Hold
125
– – 0.01% 201
2022
Q4 		$26.3K Hold
125
– – 0.01% 226
2022
Q3 		$25K Hold
125
– – 0.02% 237
2022
Q2 		$27K Hold
125
– – 0.02% 198
2022
Q1 		$31K Buy
+125
New +$30.9K 0.02% 202
2021
Q4 		– Sell
-220
Closed -$53K – 243
2021
Q3 		$53K Buy
+220
New +$54.7K 0.05% 124

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Bank of America
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M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return